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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
376
Vontobel Holding
Switzerland
$1.85M -$84.6K -863 -5%
FTDI
377
First Trust Direct Indexing
Massachusetts
$1.84M +$269K +2,748 +18%
Assenagon Asset Management
378
Assenagon Asset Management
Luxembourg
$1.8M +$57.1K +583 +4%
CA
379
Cullinan Associates
Kentucky
$1.79M +$1.12M +11,380 +196%
Focus Partners Wealth
380
Focus Partners Wealth
Massachusetts
$1.77M +$216K +2,206 +15%
VSQM
381
V-Square Quantitative Management
Illinois
$1.76M +$5.1K +52 +0.3%
EIA
382
Edgemoor Investment Advisors
Maryland
$1.72M
SLI
383
Sumitomo Life Insurance
Japan
$1.7M -$206K -2,103 -11%
GAM
384
Groupama Asset Management
France
$1.7M +$913K +9,315 +134%
IEFM
385
IQ EQ Fund Management
Ireland
$1.7M +$1.03M +10,468 +180%
ORC
386
O'Rourke & Company
Massachusetts
$1.69M +$1.76K +18 +0.1%
AWS
387
Atria Wealth Solutions
New York
$1.69M +$193K +1,974 +14%
LCM
388
Liberty Capital Management
Michigan
$1.69M -$21.9K -223 -1%
DADC
389
D.A. Davidson & Co
Montana
$1.69M -$53.6K -547 -3%
RFN
390
RDA Financial Network
Iowa
$1.68M +$10.2K +104 +0.6%
WA
391
Wambolt & Associates
Colorado
$1.68M +$80.1K +817 +5%
SSB
392
Sandy Spring Bank
Maryland
$1.63M +$255K +2,600 +20%
BCI
393
Brinker Capital Investments
Pennsylvania
$1.61M +$210K +2,147 +16%
OPS
394
Orion Portfolio Solutions
Nebraska
$1.61M +$210K +2,147 +16%
HAG
395
HighPoint Advisor Group
Illinois
$1.61M +$547K +5,586 +64%
TMAM
396
Tokio Marine Asset Management
Japan
$1.6M +$125K +1,279 +9%
ACMA
397
Arbor Capital Management (Alaska)
Alaska
$1.56M -$16.2K -165 -1%
OSNBOA
398
Old Second National Bank of Aurora
Illinois
$1.56M -$57.3K -585 -4%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$1.55M +$117K +1,194 +9%
BA
400
Bard Associates
Illinois
$1.55M -$9.8K -100 -0.7%